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Phillips 66 shares owned by Burns Wealth Management

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in Phillips 66

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All positions including Phillips 66 held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.8M 32k 120.15
2023-06-30 $3.1M 32k 95.38
2023-03-31 $3.2M 32k 101.38
2022-12-31 $3.4M 33k 104.08
2022-09-30 $2.9M 35k 80.73
2022-06-30 $2.0M 25k 81.99
2022-03-31 $2.2M 26k 86.38
2021-12-31 $1.9M 27k 72.47
2021-09-30 $1.5M 22k 70.05
2021-06-30 $1.9M 22k 85.81
2021-03-31 $1.9M 23k 81.51
2020-12-31 $1.7M 24k 69.95
2020-09-30 $873k 17k 51.85
2020-06-30 $1.2M 17k 71.90
2020-03-31 $959k 18k 53.66
2019-12-31 $2.1M 19k 111.42
2019-09-30 $2.2M 21k 102.39
2019-06-30 $2.0M 21k 93.52
2019-03-31 $2.0M 21k 95.19
2018-12-31 $1.8M 21k 86.13
2018-09-30 $2.4M 21k 112.72
2018-06-30 $2.4M 22k 112.32
2018-03-31 $2.1M 22k 95.91
2017-12-31 $2.3M 22k 101.15
2017-09-30 $2.1M 23k 91.63
2017-06-30 $1.9M 23k 82.71
2017-03-31 $1.6M 22k 75.34
2016-12-31 $1.9M 22k 86.43
2016-09-30 $1.8M 22k 81.15
2016-06-30 $1.7M 22k 79.34
2016-03-31 $2.0M 23k 86.60
2015-12-31 $1.3M 17k 76.18
2015-09-30 $1.3M 17k 76.87
2015-06-30 $1.4M 18k 81.41
2015-03-31 $1.4M 18k 79.24
2014-12-31 $1.2M 18k 67.29
2014-09-30 $1.4M 18k 81.32
2014-06-30 $1.4M 17k 79.80
2014-03-31 $1.3M 16k 81.10
2013-12-31 $1.3M 17k 77.08
2013-09-30 $1.1M 17k 64.26
2013-06-30 $977k 17k 59.07
2013-03-31 $1.0M 17k 60.94